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Verdence Capital Advisors’s Brighthouse Financial BHF Stock Holding History

Verdence Capital Advisors’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,822
Closed -$351K – 295
2018
Q1 		$351K Sell
6,822
-7,831
-53% -$452K 0.08% 202
2017
Q4 		$859K Buy
+14,653
New +$867K 0.2% 98

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GC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Verdence Capital Advisors's BHF Position: Q2 2018 in Review

Verdence Capital Advisors sold out of Brighthouse Financial (BHF) in Q2 2018, closing a stake of 6,822 shares — an estimated $351K sold.

Verdence Capital Advisors first reported a position in BHF in Q4 2017 and held it in 2 quarters. The position peaked at $859K in Q4 2017. 537 funds tracked by Wall St. Rank hold BHF as of Q2 2018.

  • Verdence Capital Advisors reported no remaining Brighthouse Financial position as of Q2 2018 after selling out during the quarter.
  • Verdence Capital Advisors sold 6,822 Brighthouse Financial shares in Q2 2018, an estimated $351K.
  • Verdence Capital Advisors first reported a position in Brighthouse Financial in Q4 2017 and held it in 2 quarters.
  • Verdence Capital Advisors's Brighthouse Financial position peaked at $859K in Q4 2017.
  • 537 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2018.

Based on Verdence Capital Advisors's 13F filing for Q2 2018, filed 11 Feb 2020.